Here are the steps to prevent your inter-account transfers from affecting the inflow and outflow amounts on your dashboard:
Create a category: name it “Inter-Account Transfers.”
👉🏻 Support page to learn how to create a category
Enable the option: select “Do not include in forecast.”
Create a categorization rule: set it up so that your inter-account transfers are automatically assigned to the created category.
👉🏻 Support page to learn how to create a rule
The details of this category are available on your dashboard, but they are not included in the calculation of your inflows and outflows.
Our entire team is available to help you get started and make the most of Fygr. Don’t hesitate to contact us.